Replying to Avatar Flix

A little scenario analysis for stocks of the consequences of the tariff crisis. Ranging from "Joking LOL!" to "China invades Taiwan".
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Flix 9mo ago

Even a negative scenario would see a recovery in time for the mid-terms.

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Flix 9mo ago

Probably after some adjusting and unless something big breaks... the newsflow will start to be more positive:

-Trump tax cuts

-Fed rate cuts

-ECB rate cuts

-Trade deals announced

Analysts will look at the harm that Trump's first term tariffs did, quantify and discount them.